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If you use Act-on, you can create a form to use in an Interaction Studio campaign. This approach ensures that the form is shown to the right people at the right time, and that all of the data captured is returned to Act-On. In Interaction Studio, you can also analyze visitor interactions with your Act-On forms so you know exactly when visitors completed certain actions and how they are related to other behavior on your site.

Interaction Studio Classic Only

  • The contents of this article are intended for customers using Interaction Studio (formerly Evergage Classic). Do not adjust your beacon version to downgrade or upgrade.
  • The Visual Editor Chrome Extension will no longer be available starting January 1, 2023. For more information, see this knowledge article.
This Article Explains

This article details the process for creating a campaign using an Act-On form.

Sections in this Article

Create an Act-On Form

  1. Log into Act-On
  2. Create a new form or open an existing form
  3. Copy the embed code from the Act-On form builder
    1. Click 
    2. Select Get Public URLs
    3. Click Get Code
    4. Copy the entire code block, which may be several hundred lines depending on the complexity of your form
  4. Paste this code block into the Interaction Studio Message Source Code in your campaign as outlined in the next section

Use an Act-On Form in an Interaction Studio Campaign

  1. Log into the Visual Editor
  2. Create a new campaign
  3. Create a new message (any Interaction Studio message type may be used)
  4. Delete the default "message text"
  5. Select Message Source Code at the bottom of the screen to access the source code editor
  6. Starting at line 1, paste the embed code from the Act-On form builder
  7. Click APPLY to add changes to the message
  8. Adjust the message size to accommodate the form


    Any hidden form fields will be shown in the Visual Editor when you are creating the form, but will be hidden when you publish the message
  9. Style the message as needed:
    1. Add an intro at the top of the message (Insert Element > Text Box)
    2. Change the style and formatting of the field labels
  10. Add campaign rules as needed so you can target specific visitors with this campaign